Insurance agency management Category leader
Applied Epic
Agency management system for P&C and benefits agencies and brokers
Key features
- Client and policy records
- Renewal tracking
- Commission tracking
- Carrier download
- Certificates of insurance
Insurance agency management Category leader
EZLynx
All-in-one agency management with built-in rating and CRM
Visit EZLynxEZLynx is a cloud agency management system for personal and commercial lines. It combines policy servicing, a client self-service portal, renewal retention workflows, a sales pipeline with email campaigns, native rating and agency accounting with commission reconciliation. It is a separately sold product line of Applied Systems, which also makes Applied Epic.
Key Insurance agency management features
- Client and policy records
- Renewal tracking
- Commission tracking
- Carrier download
- Certificates of insurance
- Agency accounting
Also includes
- Quoting and rating
- Client portal
- Sales pipeline
- Email and texting
From the vendor's own site. Not yet verified by SoftScout. A missing item may just mean we haven't confirmed it.
Insurance agency management Category leader
HawkSoft
Agency management system for independent agencies, one all-in price
Key features
- Client and policy records
- Renewal tracking
- Commission tracking
- Carrier download
- Certificates of insurance
- Agency accounting
Insurance agency management Category leader
Momentum AMP
Cloud AMS with published per-agency monthly plans
Key features
- Client and policy records
- Renewal tracking
- Commission tracking
- Carrier download
- Certificates of insurance
- Agency accounting